Connor, Clark & Lunn Financial Group Ltd.
Vancouver, BC
We are looking for a
Consultant Database Specialist to join the Proposal and Database Team. If you enjoy learning about different investment products, find it exciting to win new business, and thrive in a fast-paced environment, then consider joining our team. You will be part of a group of energetic, social individuals who work as a team and want to succeed!
What You Will Do
In this role, you will be challenged to ensure accurate and timely representation of our affiliated investment firms and a wide variety of investment management strategies in external databases. You will learn about a broad range of public and private investment strategies and coordinate with subject matter experts in portfolio management, sales, legal/compliance and investment operations.
Key Responsibilities Include
- Prepare, complete, update and maintain profiles on databases for all CC&L Financial Group investment affiliates and strategies; this involves working closely and collaborating with subject matter experts from all business areas.
- Establish and conduct an audit program to periodically review the accuracy of information appearing on databases.
- Review existing processes for supporting databases and make recommendations to improve the overall efficiency and effectiveness of our processes.
- Complete surveys and questionnaires from clients, prospects, consultants and other external audiences.
- Assist with preparing and maintaining various reports and files required to support the database process.
What You Bring
- Degree in Finance or similar and a genuine interest in the investment industry.
- 2-3 years of experience in an institutional investment firm, bank or trust company will be beneficial to your success
- Time management, project management and attention to detail are some of the skills required to be successful in this role
- Completion of relevant industry courses would also be an asset.
- Strong verbal and written communication skills and ability to articulate yourself clearly and work well with others to resolve complex issues
- Strong team player and committed to contributing and supporting a team of like-minded individuals who are driven and have high standards.
- Possess a positive attitude and be an enthusiastic person who will seek to improve existing processes and help to implement creative solutions.
- Have working knowledge of Microsoft Office applications.
- Previous experience working with Mercer, eVestment, Cambridge, Morningstar or Wilshire is an asset.
The salary range for this position is $65,000-$75,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.
About Connor, Clark & Lunn Financial Group
At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $133 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
To apply for this position, please submit your resume and cover letter as one PDF.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
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